News: Financial Digest

Sharon Alleman Financial Adviser Smith Barney

Name: Sharon Alleman Title: Financial Adviser Company: Smith Barney Location: 433 South Main St., Ste. 100, W. Hartford, CT 06110 Birthplace and year: Exeter, N.H., 1962 Family: Husband, Skip; children: Jordanna and Jackson College: University of Conn., bachelor of General Studies; Series Seven 66; insurance, life & health First job outside of finance: Ad rep for The Commercial Record First job in finance or allied field: Agency manager, Chicago Title Insurance What do you do now and what are you planning for the future? I help my clients achieve financial security and independence, both personally and professionally. Hobbies: Kayaking, hiking, singing in choir, ice skating Favorite book: "Undaunted Courage" by Stephen Ambrose Favorite movie: "The Big Chill" Person you admire most (outside of family): Eleanor Roosevelt Key to success: Strong work ethic If you had to choose another vocation what would it be? Entering politics
MORE FROM Financial Digest

Preservation of Affordable Housing secures $23.5 million in financing from Rockland Trust and Citizens Bank

Cambridge, MA The nonprofit Preservation of Affordable Housing (POAH) has secured $23.5 million in financing from Rockland Trust and Citizens Bank to transform a 150-year-old, underutilized church complex into housing. The project will ultimately create 46 affordable family-sized apartments.
READ ON THE GO
DIGITAL EDITIONS
Subscribe
Columns and Thought Leadership
Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

The Connecticut hospitality market has demonstrated uneven recovery patterns between 2019 and 2025, with boutique and historic properties achieving $125 RevPAR in 2025, up 8.7% from the 2019 level. Coastal resort properties achieved a $105 RevPAR in 2025, representing 10.5% growth since 2019. Casino corridor properties maintained modest growth with RevPAR improving 4.5% to $92 in 2025.
Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.